CiiRUS User GuideCRM Manage PeopleSearch and Display Contacts

Search and Display Contacts

The Search / Filter screen allows advanced search for existing people in the database. The First name and Last name also have a 'Sounds Like' feature available to search for similar search patterns. This screen is used to view records and configure records ready ready to be merged (see Merge Records)

Search and Filter Screen

Perform a search on one or more of the following:

  1. First Name
  2. Last Name
  3. Telephone
  4. Email
  5. Sounds Like, when enabled results are returned with information that sounds similar to the request. For example, entering the First name 'Rob' could return a list containing Rob, Riva, Ruby or similar. This can be useful when merging records.
  6. Display a Category type
  7. Person ID
  8. Top X
  9. Display by All, No Email Address, Duplicate Email Address, address not tidied
  10. Run the Search
  11. Results display area